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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,953 | $31,105+112.0% | $53,647+22.9% | $64,097+2.9% |
| Participation rate | 5.2% | 30.7%-25.5pp | 56.3%-51.1pp | 55.2%-50.0pp |
| Annual return | 12.89% | 22.54%-9.7pp | 358.33%-345.4pp | 34.64%-21.8pp |
| Employer contribution / active EE | $62 | $441-86.0% | $962-93.6% | $1,891-96.7% |
| Participant deferral / active EE | $219 | $896-75.5% | $1,813-87.9% | $3,080-92.9% |
| Admin fee / account holder | $797 | $2,195-63.7% | $2,460-67.6% | $3,454-76.9% |